Summary
Work History
Education
Skills
Interests
Timeline
Generic

Sarah Worden

New York,NY

Summary

Entrepreneurial investor with Chief of Staff background and 10 years of experience across startups, financial services, investing, strategy & operations.

Work History

Senior Associate

ALUMNI VENTURES
New York, NY
2022 - Current
  • Developed relationships with founders and investors for sourcing, screening, diligence, and winning allocation in highly competitive rounds, closing 30+ investments across stages and verticals including healthcare, consumer, fintech, deeptech, software, gaming, AI, and more
  • Independently identified 15+ investment opportunities that progressed to diligence
  • Rapidly screened 150+ potential opportunities, analyzing business models and sectors, assessing pitches and early conversations, and researching industries and conducting network interviews
  • Conducted research and analysis of various markets and trends to build theses within areas of interest
  • Supported founders with review and feedback on pitches, data room organization, fundraising strategy, and introductions
  • Contributed to diligence processes and reports, including background research, expert engagement, and rapid assessment of company's data room materials
  • Managed deal closing activities, including legal document review, portfolio analysis and strategy across 9 different funds, portfolio monitoring and ongoing support of 120+ portfolio companies
  • Supported fundraising and business development activities and managed the team's 5 Venture Fellows.

Senior Vice President, Strategy & Operations, Office of Chief of Staff to CIO

CITI VENTURES
New York, NY
2020 - 2022
  • Facilitated business performance and impact assessments, including development of quarterly and monthly presentations to senior management and Venture Investing Board highlighting investments, strategy, and performance
  • Supported head of Venture Investing with 10+ research presentations and white papers, and regular portfolio management analysis
  • Partnered with deal teams on market research and development of industry landscapes, company assessments and diligence, and commercialization opportunities
  • Coordinated operational activities, including wire transfers and financial reporting.

Summer Associate, Consumer & Retail Coverage Investment Banking, Winning Women Fellowship

JPMORGAN CHASE & CO.
New York, NY
2019 - 2019
  • Contributed to deal content development, including diligence, management presentations, and modeling for 3 sell-side deals, 1 equity private placement, 2 IPO bake-offs, and 3 marketing decks
  • Managed summer & full-time analysts
  • Engaged with CEOs and CFOs on strategy, model development, and company positioning.

Vice President, Strategic Regulatory Initiatives

CITIGROUP
New York, NY
2012 - 2018
  • Drove complex, cross-functional efforts to enhance regulatory stress testing program, contributing to successful submission of Citi's Capital Plan & Stress Test
  • Analyzed results and provided assumption identification and impact assessment, facilitating regulatory exams and capital distribution targets of $20+B
  • Synthesized complex quantitative concepts, expanded peer analysis reporting and provided in-depth analysis of P&L and balance sheet metrics
  • Led annual regulatory examinations over 12+ meetings, coordinating materials and responses to 1000+ examination requests.

Education

Master of Business Administration -

TUCK SCHOOL OF BUSINESS AT DARTMOUTH
2020

Bachelor of Arts, Double Major in International Relations and Economics -

THE COLLEGE OF WILLIAM & MARY
2011

Skills

  • Project Management
  • Finance
  • Business Strategies
  • Strategy Development
  • Relationship Building
  • Complex Problem-Solving
  • Process Improvement
  • Performance Monitoring

Interests

  • Travel (50+ countries visited)
  • Learning new languages (700 day streak on Duolingo!)
  • Running (2015 NYC Marathon finisher)
  • Skiing, History, Fitness, Food & Wine,
  • iMentor volunteer

Timeline

Senior Associate

ALUMNI VENTURES
2022 - Current

Senior Vice President, Strategy & Operations, Office of Chief of Staff to CIO

CITI VENTURES
2020 - 2022

Summer Associate, Consumer & Retail Coverage Investment Banking, Winning Women Fellowship

JPMORGAN CHASE & CO.
2019 - 2019

Vice President, Strategic Regulatory Initiatives

CITIGROUP
2012 - 2018

Master of Business Administration -

TUCK SCHOOL OF BUSINESS AT DARTMOUTH

Bachelor of Arts, Double Major in International Relations and Economics -

THE COLLEGE OF WILLIAM & MARY

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Sarah Worden